Xakia

Document Management Systems

Integrate Xakia with SharePoint Online to seamlessly store, organize, and sync your matters

About Xakia's SharePoint Online Integration

Sync your Xakia matters with SharePoint Online folders, so you can focus on the legal work while the tech takes care of itself!

Set Up SharePoint Online Integration

File key details and sort your Outlook emails in SharePoint with Xakia

How to File Your Outlook Emails to SharePoint With Metadata

Using Xakia’s SharePoint Folder Structure Templates to create consistent matter folders automatically!

Setting up Folder Structure Templates (SharePoint Online)

Your folders follow your matters automatically!

When you update a matter field, Xakia automatically moves the linked SharePoint folder to the right location, keeping documents, permissions, and links in sync…

SharePoint Folder Auto-Move

Linking and Moving SharePoint Online Folders

SharePoint Online

A high-level overview of Xakia's iManage integration with workflow diagram.

About Xakia's iManage Integration

Streamline document and matter management while maintaining strong governance over permissions and visibility

How to Configure your iManage Integration

Easily connect your Xakia matters to iManage, automatically sync updates, and link to new or existing workspaces with just a few clicks!

How to use the iManage integration

iManage

Quickly create and open your NetDocuments workspace straight from Xakia, with automatic matter details and easy access in just a few clicks!

How the NetDocuments integration works

Setting up the NetDocuments Integration

Set up your NetDocuments cabinet for Xakia by creating key profile attributes and configuring workspace templates

Setting up a NetDocuments Cabinet for use with the Xakia NetDocuments integration

NetDocuments

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